KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$680K
3
+$634K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$613K
5
MSPRW
MSP Recovery Inc Warrant
MSPRW
+$612K

Top Sells

1
+$33.2M
2
+$9.65M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$767K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$762K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$22K 0.01%
636
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327
$22K 0.01%
232
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328
$21K 0.01%
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$20K 0.01%
149
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$20K 0.01%
243
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334
$20K 0.01%
313
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$19K 0.01%
175
336
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80
337
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102
338
$18K 0.01%
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339
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340
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752
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$18K 0.01%
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342
$17K 0.01%
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343
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348
$15K 0.01%
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349
$15K 0.01%
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350
$14K ﹤0.01%
+1,061
12 13
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